Paul Wiederholt
Paul Wiederholt is a CFP-designated registered investment advisor at Boulder Investment Group, based in Overland Park, KS, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 146 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of Boulder Wealth Management.
Fee Estimator
Location
7400 W 132nd St., Suite 165, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Since 2008, Paul has been involved in selling non-variable insurance products, including life, disability, long-term care, and annuities. This activity takes minimal time.
Employment History
Current Registrations
Boulder Investment Group
Previous Registrations
LPL Financial LLCBroker
LPL Financial Corporation
Lawing Financial Associates, INC.
The O.N. Equity Sales CompanyBroker
Investment Professionals, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.